Holly Sullivan

VP of Worldwide Economic Policy, Amazon (AMZN)
@HollyESears · tracked since Mar 2026
Calls 3 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
ETN long +18.5%
Worst Calls
CEG long -17.3%
VST long -6.5%
Most Mentioned
VST ×1
CEG ×1
ETN ×1
Recent Calls
ETN long 3 months ago
CEG long 3 months ago
VST long 3 months ago
Win Rate 33% Long 3 Short 0
Win Rate
7d 33%
30d 33%
90d 33%
Average Return -1.8% Long Return -1.8% Short Return -
Average Return
7d -3.0%
30d -6.4%
90d -0.3%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
CEG Constell... Constellation Energ...
Long
Mar 04
$322.85
-17.3%
The White House is meeting with Big Tech to ensure they "pay their way" regarding electricity for AI data centers. Amazon (Holly Sullivan) confirms investing $340 billion in 2025 alone in US infrastructure, largely for data centers and AI. If the government forces Tech to insulate consumers from rate hikes, Tech companies must directly fund power generation and grid upgrades. This capital flows directly from Amazon/Big Tech into Independent Power Producers (VST, CEG) and Grid Equipment manufacturers (ETN) to build dedicated capacity. LONG. The political pressure removes regulatory hurdles for power companies, as Tech giants are now effectively underwriting the grid expansion. strict price caps imposed by the administration on energy contracts.
The White House is meeting with Big Tech to ensure they "pay their way" regarding electricity for AI data centers. Amazon (Holly Sullivan) confirms investing $340 billion in 2025 alone in US infrastructure, largely for data centers and AI. If the government forces Tech to insulate consumers from rate hikes, Tech companies must directly fund power generation and grid upgrades. This capital flows directly from Amazon/Big Tech into Independent Power Producers (VST, CEG) and Grid Equipment manufacturers (ETN) to build dedicated capacity. LONG. The political pressure removes regulatory hurdles for power companies, as Tech giants are now effectively underwriting the grid expansion. strict price caps imposed by the administration on energy contracts.
Energy
YOUTUBE
ETN Eaton Co... Eaton Corporation
Long
Mar 04
$354.46
+18.5%
The White House is meeting with Big Tech to ensure they "pay their way" regarding electricity for AI data centers. Amazon (Holly Sullivan) confirms investing $340 billion in 2025 alone in US infrastructure, largely for data centers and AI. If the government forces Tech to insulate consumers from rate hikes, Tech companies must directly fund power generation and grid upgrades. This capital flows directly from Amazon/Big Tech into Independent Power Producers (VST, CEG) and Grid Equipment manufacturers (ETN) to build dedicated capacity. LONG. The political pressure removes regulatory hurdles for power companies, as Tech giants are now effectively underwriting the grid expansion. strict price caps imposed by the administration on energy contracts.
The White House is meeting with Big Tech to ensure they "pay their way" regarding electricity for AI data centers. Amazon (Holly Sullivan) confirms investing $340 billion in 2025 alone in US infrastructure, largely for data centers and AI. If the government forces Tech to insulate consumers from rate hikes, Tech companies must directly fund power generation and grid upgrades. This capital flows directly from Amazon/Big Tech into Independent Power Producers (VST, CEG) and Grid Equipment manufacturers (ETN) to build dedicated capacity. LONG. The political pressure removes regulatory hurdles for power companies, as Tech giants are now effectively underwriting the grid expansion. strict price caps imposed by the administration on energy contracts.
Other
YOUTUBE
VST Vistra Corp. Vistra Corp.
Long
Mar 04
$163.36
-6.5%
The White House is meeting with Big Tech to ensure they "pay their way" regarding electricity for AI data centers. Amazon (Holly Sullivan) confirms investing $340 billion in 2025 alone in US infrastructure, largely for data centers and AI. If the government forces Tech to insulate consumers from rate hikes, Tech companies must directly fund power generation and grid upgrades. This capital flows directly from Amazon/Big Tech into Independent Power Producers (VST, CEG) and Grid Equipment manufacturers (ETN) to build dedicated capacity. LONG. The political pressure removes regulatory hurdles for power companies, as Tech giants are now effectively underwriting the grid expansion. strict price caps imposed by the administration on energy contracts.
The White House is meeting with Big Tech to ensure they "pay their way" regarding electricity for AI data centers. Amazon (Holly Sullivan) confirms investing $340 billion in 2025 alone in US infrastructure, largely for data centers and AI. If the government forces Tech to insulate consumers from rate hikes, Tech companies must directly fund power generation and grid upgrades. This capital flows directly from Amazon/Big Tech into Independent Power Producers (VST, CEG) and Grid Equipment manufacturers (ETN) to build dedicated capacity. LONG. The political pressure removes regulatory hurdles for power companies, as Tech giants are now effectively underwriting the grid expansion. strict price caps imposed by the administration on energy contracts.
Energy
YOUTUBE
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